$210MM AUM | $1.8MM GDC in Portland, OR
Member is Interested In:
Independent, Portland-based, fee-only RIA since 1988, providing portfolio management and financial planning to high net worth clients. Separately managed accounts using individual bonds , individual stocks and some mutual funds and ETF's.
Looking to purchase/merge a small firm with an established fixed income business using individual bonds or hire an experienced fixed income professional with a book of bond clients who is interested in running a no-load mutual fund that invests in bonds and income-producing stocks.